Harper & Pearson
auditor23 known aliases resolved via the canonical alias map
Market position · 2024
Plans served23-2 YoYRank #773 of mapped providers
Assets under administration$9.1B0.0%Market share · rank #1323
Fees received$1MMedian $30,000/planSum across Schedule C direct + indirect
Net wins YoY-23 won · 5 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Harper & Pearson plan look like?
Service mix · median fees per plan
Count of plans where Harper & Pearson ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Accounting (including auditing)Code 10 | 21 | $34,000 | |
Consulting (general)Code 16 | 1 | $14,500 | |
Shareholder servicing fees; Custodial (securities); Float revenue; Trustee (directed)Code 19 | 1 | $15,000 |
Competitor overlap
Percent of Harper & Pearson's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Harper & Pearson.
| Sponsor | From | Assets |
|---|---|---|
VITOL INC.TX · 205733288-002 | Gallacher Benefits Services Inc | $165M |
SHINTECH INCORPORATEDTX · 741750521-001 | Principal | $97M |
SERVICE CORPORATION INTLTX · 741488375-003 | Charles Schwab | $13M |
Plans lost in 2024
Appeared last year under Harper & Pearson; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES, U.A. LOCAL NO. 447 PENSION FUNDCA · 946269669-001 | Linsco/Private Ledger Corp | $218M |
BOARD OF TRUSTEES, U.A. LOCAL NO. 447 DEFINEDCA · 680401920-002 | Empower | $95M |
ASURE OPERATIONS LLCTX · 881525884-002 | Fidelity Investments | $33M |
TSRC SPECIALTY MATERIALS LLCTX · 760269517-001 | Fidelity Investments | $20M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
ENTERPRISE PRODUCTS COMPANYTX · 741675622-003 | $2.6B | 9,008 | $15,500 | 4y | 1 |
SERVICE CORPORATION INTLTX · 741488375-002 | $1.8B | 27,861 | $34,000 | 7y | 1 |
BOY SCOUTS OF AMERICATX · 221576300-001 | $1.5B | 12,553 | $47,000 | 10y | - |
OCEANEERING INTERNATIONAL, INC.TX · 952628227-003 | $829M | 5,250 | $30,000 | 9y | 2 |
ATOS IT SOLUTIONS AND SERVICES, INCTX · 133715291-001 | $733M | 6,180 | $25,500 | 9y | 1 |
BOY SCOUTS OF AMERICATX · 221576300-002 | $292M | 7,200 | $20,000 | 3y | 1 |
BOARD OF TRUSTEES, TEXAS IRON WORKERS' PENSION PLANTX · 741905198-001 | $264M | 0 | $64,000 | 8y | - |
VITOL INC.TX · 205733288-002 | $165M | 608 | $12,500 | 3y | 1 |
JOINT BOARD OF TRUSTEES OF U.A.A.P. 142 PENSION PLANTX · 746181280-001 | $164M | 2,027 | $148,096 | 8y | - |
SOUTH CENTRAL ANNUITY FUNDTX · 352409603-001 | $142M | 9,320 | $167,500 | 10y | - |
Flag exposure
91.3%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (23)
Raw Schedule C names collapsed into Harper & Pearson.
- CONNIE CORNELIUS
- CONNIE HIBBARD
- CONNIE PARKER
- CONNING INVESTMENT PRODUCTS, INC.
- CONNOLLY WEALTH MANAGEMENT, LLC
- HARPER & PEARSON
- HARPER & PEARSON CO PC
- HARPER & PEARSON COMPANY
- HARPER & PEARSON COMPANY P.C.
- HARPER & PEARSON COMPANY PC
- HARPER & PEARSON COMPANY, P.C.
- HARPER & PEARSON COMPANY, PC
- HARPER & PEARSON COMPANY, PC.
- HARPER & PEARSON CPA'S
- HARPER & PEARSON, P.C
- HARPER & PEARSON, PC
- HARPER AND PEARSON
- HARPER AND PEARSON CO PC
- HARPER AND PEARSON CO., PC.
- HARPER AND PEARSON COMPANY P C
- HARPER AND PEARSON CPA'S
- HARPER PEARSON
- HARPER& PEARSON COMPANY, P.C.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Harper & Pearson's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 8.70% | 1.71% | +6.98 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 7 | 30.43% | 1.76% | +28.68 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Harper & Pearson. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Harper & Pearson's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Southwest Service Administrators | 5 | 21.7% |
| LCG Associates Inc. | 2 | 8.7% |
| Morningstar Investment Management | 2 | 8.7% |
| Strategic Advisers | 2 | 8.7% |
| Baillie Gifford | 1 | 4.3% |
| Barrow Hanley Global Advisors | 1 | 4.3% |
| Brandywine Global Investment | 1 | 4.3% |
| Brinker Capital Holdings, Inc. | 1 | 4.3% |
| Chartwell Investment Partners | 1 | 4.3% |
| Cooke & Bieler | 1 | 4.3% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).